JSMC
Jess S. Morgan & Co’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-18,669
| Closed | -$3.97M | – | 47 |
|
|
2021
Q3 | $3.97M | Buy |
18,669
+2,160
| +13% | +$459K | 2.62% | 29 |
|
|
2021
Q2 | $4.02M | Buy |
16,509
+1,629
| +11% | +$397K | 2.64% | 26 |
|
|
2021
Q1 | $3.7M | Buy |
14,880
+405
| +3% | +$101K | 2.59% | 20 |
|
|
2020
Q4 | $3.33M | Buy |
14,475
+3,919
| +37% | +$901K | 2.65% | 24 |
|
|
2020
Q3 | $2.68M | Sell |
10,556
-370
| -3% | -$94K | 2.68% | 20 |
|
|
2020
Q2 | $2.58M | Sell |
10,926
-1,938
| -15% | -$457K | 2.8% | 18 |
|
|
2020
Q1 | $2.61M | Buy |
12,864
+420
| +3% | +$85.1K | 3.39% | 12 |
|
|
2019
Q4 | $3M | Buy |
+12,444
| New | +$3M | 2.94% | 12 |
|